USFI vs BELT

Comparison between BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF) and BlackRock Long-Term U.S. Equity ETF (BELT, ETF).

USFI vs BELT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USFI(ETF)	BELT(ETF)
Net Assets	$9.80M	$9.70M
Expense Ratio	0.39%	0.75%
Max Drawdown	9.15%	23.05%
Sharpe Ratio	0.61	1.05
5Y Beta	0.00	1.18
P/E Ratio	N/A	38.31
Forward P/E	N/A	30.80
PEG Ratio	N/A	0.66
5Y EPS CAGR	N/A	27.71%
Debt to Equity	N/A	53.72%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	9.68

Net Assets

Winner

USFI

$9.80M

BELT

$9.70M

Expense Ratio

Winner

USFI

0.39%

BELT

0.75%

Max Drawdown

Winner

USFI

9.15%

BELT

23.05%

Sharpe Ratio

USFI

0.61

Winner

BELT

1.05

5Y Beta

Winner

USFI

0.00

BELT

1.18

P/E Ratio

USFI

N/A

BELT

38.31

Forward P/E

USFI

N/A

BELT

30.80

PEG Ratio

USFI

N/A

BELT

0.66

5Y EPS CAGR

USFI

N/A

BELT

27.71%

Debt to Equity

USFI

N/A

BELT

53.72%

P/S Ratio

USFI

N/A

BELT

7.38

P/B Ratio

USFI

N/A

BELT

9.68

USFI vs BELT - Historical Returns

Returns include dividend reinvestment.

Period	USFI	BELT
1 month	+0.34%	-2.38%
3 months	+0.87%	+15.25%
6 months	+1.50%	+15.60%
1 year	+5.29%	+22.96%
Max(CAGR)	+4.20%	+12.86%

Winner

USFI

+0.34%

BELT

-2.38%

USFI

+0.87%

Winner

BELT

+15.25%

USFI

+1.50%

Winner

BELT

+15.60%

USFI

+5.29%

Winner

BELT

+22.96%

Max(CAGR)

USFI

+4.20%

Winner

BELT

+12.86%

USFI vs BELT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	USFI	BELT
2026	+1.22%	+14.21%
2025	+7.00%	+12.19%
2024	+1.78%	-1.97%
2023	+2.89%	N/A

USFI vs BELT Drawdown Comparison

The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.

The maximum drawdown for BELT was -23.05%, occurring on Apr 8, 2025. Recovery took 133 trading sessions.

The current USFI drawdown is -0.08%. The current BELT drawdown is -3.56%.

Rank	USFI	BELT
#1	-8.47% Jul 31, 2023 - Dec 13, 2023	-23.05% Dec 11, 2024 - Jun 26, 2025
#2	-6.37% Dec 27, 2023 - Jul 31, 2024	-11.47% Oct 29, 2025 - Apr 10, 2026
#3	-5.67% Sep 16, 2024 - Sep 4, 2025	-10.87% Jul 5, 2024 - Oct 14, 2024
#4	-2.08% Aug 5, 2024 - Sep 4, 2024	-6.60% May 11, 2026 - Jun 10, 2026
#5	-1.07% Sep 11, 2025 - Oct 16, 2025	-3.84% Oct 14, 2024 - Nov 7, 2024
#6	-0.90% Nov 26, 2025 - Feb 13, 2026	-3.42% Jul 28, 2025 - Sep 15, 2025
#7	-0.90% Oct 22, 2025 - Nov 25, 2025	-2.92% Nov 11, 2024 - Dec 2, 2024
#8	-0.79% Feb 27, 2026 - May 12, 2026	-2.90% Oct 8, 2025 - Oct 22, 2025
#9	-0.55% May 12, 2026 - May 26, 2026	-2.41% Sep 22, 2025 - Oct 6, 2025
#10	-0.43% Dec 14, 2023 - Dec 20, 2023	-2.19% Jun 18, 2024 - Jul 5, 2024
#11	-0.40% Sep 8, 2025 - Sep 11, 2025	-1.36% Apr 27, 2026 - Apr 30, 2026
#12	-0.32% Dec 20, 2023 - Dec 27, 2023	-1.22% Jul 9, 2025 - Jul 23, 2025
#13	-0.31% Sep 10, 2024 - Sep 16, 2024	-1.06% Jun 30, 2025 - Jul 3, 2025
#14	-0.26% Jun 2, 2026 - Jun 11, 2026	-0.97% Apr 17, 2026 - Apr 24, 2026
#15	-0.12% Oct 16, 2025 - Oct 20, 2025	-0.94% Jul 3, 2025 - Jul 9, 2025